Amberlee Swift
Advisor at &PARTNERS
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
&PARTNERS
Location
Jackson, MI 49203
Credentials
Series 63, Series 66
Industry experience
5 years
Fee options
Financial planning, estate and trust administration consulting, 1042 consulting, and consulting services offered on a negotiated fixed fee basis.
Advisory fees based on percentage of assets under management, capped at 3.0%, fees are negotiable and may vary by client and program.
Brokerage commissions may be charged if a brokerage account is established; transaction fees and commissions apply in addition to advisory fees.
Account minimum: Envestnet maintains recommended account minimums; if the account is below the recommended minimum, a $40 annual fee applies. Specific minimum amounts are not stated in the brochure text provided, so exact minimum is null. Minimum fee: $40 annual fee charged by Envestnet if account is below recommended minimum. Fee-only: Financial planning services and estate/trust administration consulting billed at negotiated fixed fees.
Work history
&PARTNERS
2024 - Present (2 years)
Meridian Wealth Management of Michigan
2024 - 2024 (1 year)
Country Club of Jackson
2022 - 2024 (2 years)
ERA Reardon Realty
2022 - Present (4 years)
Howard Hanna Real Estate Services
2021 - 2022 (1 year)
Executive Wealth Management
2020 - 2021 (1 year)
Private Client Services LLC
2017 - 2021 (4 years)
INVEST Financial Corp
2016 - 2017 (1 year)
Executive Wealth Management
2012 - 2020 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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